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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,173 | $100,194-16.0% | $122,979-31.6% | $86,983-3.2% |
| Participation rate | 88.6% | 73.0%+15.6pp | 77.2%+11.4pp | 69.5%+19.0pp |
| Annual return | 10.93% | 16.47%-5.5pp | 20.12%-9.2pp | 25.83%-14.9pp |
| Employer contribution / active EE | $162 | $2,326-93.0% | $3,062-94.7% | $2,584-93.7% |
| Participant deferral / active EE | $3,789 | $4,133-8.3% | $5,003-24.3% | $4,194-9.6% |
| Admin fee / account holder | $914 | $10,148-91.0% | $12,864-92.9% | $7,856-88.4% |